Demo

How-to

Invite your agents

Updated November 3, 2026

In the CRM, open Settings, then Team, and add each agent by name and email. They get an email to set their password, good for 7 days. Your plan includes a set number of agents; adding more changes your bill only by the extra-agent price, prorated.

  1. Open your team

    Go to Settings and press Team under Brokerage.

  2. Add the agent

    Enter their name and email and send the invite. They get an email to set a password and sign in.

  3. If the invite expired

    Invites work for 7 days. Send a new one from the same list, or ask Nadia in Help & feedback to resend it for you.

Questions

What happens when I add a fourth agent on Solo?

Solo covers up to 3 agents. A fourth moves you to Team automatically, prorated, and you get an email about it.

Does removing an agent change my bill?

Yes. Billing follows active agents, so a removed agent stops counting from the next bill, prorated.

Did this answer your question?

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Still stuck? In the app, open Help & feedback from the menu under your name, and Nadia answers from your own account or sends it to a person. You can also email support@keptintouch.com. You get a reply within one business day, and within two hours for anything urgent (8am to 6pm Mountain). Is something down for everyone? See live status.